See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $628,955-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 11.0%-11.0pp |
| Annual return | 8.31% | 9.06%-0.8pp | 8.15%+0.2pp | 8.23%+0.1pp |
| Employer contribution / active EE | $16,662 | $13,463+23.8% | $42,534-60.8% | $13,859+20.2% |
| Participant deferral / active EE | $0 | $179-100.0% | $12-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $12,760-100.0% | $1,652-100.0% |